Natively, a custom field value from Item Fulfillment won't get populated on the Sales Order and Invoice record. Furthermore, there is no 1:1 relationship between Item Fulfillment and Invoice record. For example, Sales Order # SO123 can have two Item Fulfillments, IF22 and IF33. The same Sales Order can have 3 invoices:…

Got it. Could you please share a screenshot showing: Transaction with Item A and a related GL impact to 5015 Transaction with Item A and a related GL impact to 5000 Thank you.

Hey @brocha, Can you enable the "Custom Form" field on both forms and confirm that changing the Quote to a new form displays everything correctly? Once confirmed, you can do a CSV update to switch the required Quotes from the "old" form to the "new" form.

Hey @SeamusMon, Can you double-check if you have any SuiteApps (e.g., Transaction Line Distribution), Workflows, or Scripts that affect the GL Impact of Vendor Bills?

Hey @Curtis Beene, A few questions to better understand your specific use case: Do you store the custom field value on the Item Record? Is the Lot # value auto-sourced on the SO or selected by the user? Can you share the Custom Fields screenshots for the relevant field pages?

Hey @bpaulette, I suspect the General Preferences for "Maximum Entries for Dropdowns" were updated by Admins, affecting all employees. Your controller can override it by changing account preferences via Home → Set Preferences. Here are the recommended settings:

Hey @kvidyasreddy, Invoice and related payments are linked via the "Paying Transaction" join. Here is a Saved Search that shows invoices with related payments, and the date the payment was created: This report will also combine the Payments / Credit Memos into one row when multiple transactions are applied to one invoice.…

It would be customization, then.

Hey @User_K51C7, I noticed from your screenshot that the Voiding Journal is "Pending Approval", which might be indicative of the cause of the issue. Did you approve the original transaction before voiding it? Can you approve the Journal and see if you can now edit the period? Thank you.

Hey @Marie4455, You can't edit the default Location filter. The workaround is to choose the Location Name from the related Join. That way, you can enter the Location name (you can use the wildcard % with the keyword) as a text and press "Tab" to filter the results:

Hey @Sivasubramaniam, Each Expense Category is mapped to a GL Account. You can't assign multiple Expense Categories to an Expense Code, as it would mean a single expense (e.g., $100 Restaurant charge) would need to be distributed to multiple GL accounts. If you need to allocate an expense to multiple GL accounts, you can…

Hey @Wee Ming, Won't the "Parent Customer/Project = Not Empty" exclude customers with nothing populated in the "Parent Customer/Project" field? Many customers may not have an assigned "Parent Customer" and might get excluded from the report. Thanks.

Hey @User_KAGURA, To achieve that, you need to: Create a "Parent Customer" checkbox on the customer record Mark the checkbox for all parent customers (you can automate this via Workflow, Mass Update, etc.) Customize the A/R Aging report, and add a filter "Parent Customer' = "False".

Hey @User_GANMT, Do you use Default Routings for your Work Orders? The MRP engine considers the default routing and associated work calendar for scheduling purposes when Default Routings are used.

Hey @User_2Z9EN, You can achieve this via Scheduled Workflow and a custom "Sales Rep" field on the Task record: Create a custom "Sales Rep" field on the Task that will show the current Sales Rep on the related Quote. Create a Scheduled Workflow to run on the Task record every 30 minutes / daily and set the "Assigned To"…

We have complete flexibility and will define criteria when building the script. Once the logic is in place, the script will run in the background and source the correct Item for every time entry.

It makes sense to enable the "Combine Time Items on Invoices." Questions: When the invoice is generated, can you add the department and see if the RA is created correctly? Do you have the "Make Departments Mandatory" enabled in the Accounting Preferences? Did you create the invoice based on Time Entry Charges via "Invoice…

Yes, the process update makes sense. This is possible even for a list field; I do this regularly. If you want to update a list field value via scheduled workflow, the "source" non-stored field should contain the field's Internal ID, not the Field Name.

Hey @Gert Van Damme, I did that via scripting for several customers. Workflows don't work well with Time Entry records, so I prefer scripting for these use cases.

Hey @Floortje Hoogstede, I assume you generated an approved T&M invoice but don't see the related Revenue Arrangement. Do you see any Errors if you run the process on the "Update Revenue Arrangements and Revenue Plans" page? If so, can you click the "Complete" hyperlink and tell me what the error message says? Thanks.

Thanks for the additional information. Try the following: Change the emailing to "Scheduled". See if that sends all three emails. Consider sending the alerts via Workflow instead of an email alert. The workflow emailing is much more flexible and reliable, and I am gradually switching to workflows for all alerts. An added…

I built alerts that sent 100+ emails to the "recipient from results" (e.g., for a company that had 900 employees, and the criteria matched 180 employees). What do you see when you enter the Project Resource as a "Result"? Do you see both test employees?

Sure: Create a custom non-stored field that shows PO Creator via Saved Search. In the Saved Search, use "Maximum" to show only one PO Creator. In some cases (i.e., the to-be-updated field is a list value), you would need this field to show the Internal ID of the record, as sometimes workflow won't "recognize" the 'Name".…

You can do that via scheduled Workflow. For the Saved Search's Summary Criteria, choose "Maximum" so that only one of the three creators will be populated. If you want to show a specific creator, you should be able to do that via a formula (e.g., MAX(CASE WHEN ****).

Hey @ONO4, Can you share some screenshots? I am unclear whether you are trying to sort a Custom List's or a Custom Record List's values.

The Sandbox isn't the best place to test email notifications, as the emailing is restricted by design (i.e., not to send test/multiple emails to users or customers). The actual email should be sent to all "Recipients from Results". You can test that in Production by: Creating a test project filtering the Saved Search to…

Hey @Glenn Van Doren, You have to check the "Send on Update" checkbox for the alert to be sent:

Thank you, Team!

I see what you mean, @HC22, Can you try setting "Own, subordinate, and unassigned" and see if that changes anything? As a workaround, you can also set up a daily email notification to send the list of Supervisor's customers to subordinates. Another option would be to allow viewing of all customers and then create a…

Hey @User_ETZRS, When you created the custom view, did you make it public? If, after making it "public," users still can't see it, add the following permissions to their roles: Custom Sublist = View Custom Sublists = View Custom Subtabs = View